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* 1. Do you have an in-house tax team?

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* 2. Tax risk is always present, but to what degree do you think your business is tax compliant? Choose the closest answer:

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* 3. Do you have a documented tax strategy?

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* 4. Do you have regular tax risk management meetings to monitor and mitigate tax risks in the business?

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* 5. Who are at your tax risk management meetings?

  Yes No
Outside accountants/auditors
Outside tax attorneys
CFO
Tax Manager
In-house legal counsel
No-one, we don't have them

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* 6. Do you compile a tax risk management report regularly identifying all known potential and actual tax risks, circulated confidentially to tax team members to assist in mitigating tax risks regularly?

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* 7. Is your tax risk management report subject to attorney/client privilege, in that your tax attorney is involved in compiling/commenting on the content for any potential future litigation advice purposes?

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* 8. Have you undergone any form of Tax Authority (IRS, CRA, SARS) audit in the last 2 years?

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* 9. Has any Tax Authority (IRS, CRA, SARS) asked you for any information as part of a simple verification audit in the last 2 years?

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* 10. Have you had to object to OR petition any revised tax assessment in the last 5 years?

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* 11. If you would like attorney/client privilege assistance with your tax risk management process, please provide your contact details for a free consultation:

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